SPRUCE HOUSE INVESTMENT MANAGEMENT LLC: 13F holdings
CIK 15431702026Q2
| Positions | 11 |
|---|
| Reported value | $3.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 11 (+0 vs prior quarter) |
|---|
| Reported value | $3.4bn (+21.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APP APPLOVIN CORP | 1,790,000 | $922.3m | 27.1% |
| CVNA CARVANA CO | 11,675,000 | $768.4m | 22.6% |
| CPAY CORPAY INC | 880,000 | $293.3m | 8.6% |
| W WAYFAIR INC | 2,909,700 | $268.9m | 7.9% |
| GXO GXO LOGISTICS INCORPORATED | 5,250,000 | $266.2m | 7.8% |
| CIGI COLLIERS INTL GROUP INC | 2,745,325 | $257.4m | 7.6% |
| DKNG DRAFTKINGS INC NEW | 9,650,000 | $243.8m | 7.2% |
| SPORTRADAR GROUP AG | 9,155,000 | $137.1m | 4.0% |
| CIMPRESS PLC | 1,222,633 | $124.3m | 3.7% |
| CNM CORE & MAIN INC | 2,150,000 | $103.7m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1543170")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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